NWWA
IUSG icon

New Wave Wealth Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

New Wave Wealth Advisors’s Portfolio IUSG Stock Details IUSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.19M Sell
16,969
-1,415
-8% -$256K 0.87% 28
2026
Q1 		$2.85M Sell
18,384
-6,132
-25% -$1.01M 0.99% 28
2025
Q4 		$4.12M Buy
24,516
+52
+0.2% +$8.67K 1.51% 16
2025
Q3 		$4.03M Sell
24,464
-2,531
-9% -$398K 1.57% 18
2025
Q2 		$4.06M Buy
26,995
+605
+2% +$82K 1.73% 16
2025
Q1 		$3.35M Sell
26,390
-4,038
-13% -$558K 1.5% 21
2024
Q4 		$4.24M Buy
30,428
+1,052
+4% +$144K 1.74% 15
2024
Q3 		$3.87M Sell
29,376
-357
-1% -$45.4K 1.79% 15
2024
Q2 		$3.79M Buy
+29,733
New +$3.55M 2.04% 10

Other funds holding IUSG

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $504M AUM 18.61% 1-Year Est. Return
ACM
Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

New Wave Wealth Advisors's IUSG Position: Q2 2026 in Review

New Wave Wealth Advisors reduced its iShares Core S&P US Growth ETF (IUSG) stake by 7.7% in Q2 2026, selling an estimated $256K and leaving 16,969 shares worth $3.19M. The position accounts for 0.87% of the portfolio, ranked #28.

New Wave Wealth Advisors first reported a position in IUSG in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.24M in Q4 2024. 356 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • New Wave Wealth Advisors held 16,969 shares of iShares Core S&P US Growth ETF worth $3.19M as of Q2 2026.
  • New Wave Wealth Advisors sold 1,415 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $256K.
  • iShares Core S&P US Growth ETF made up 0.87% of New Wave Wealth Advisors's portfolio in Q2 2026, its #28 holding.
  • New Wave Wealth Advisors first reported a position in iShares Core S&P US Growth ETF in Q2 2024 and has held it in 9 quarters since.
  • New Wave Wealth Advisors's iShares Core S&P US Growth ETF position peaked at $4.24M in Q4 2024.
  • 356 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.